Pinnacle Wealth Planning Services’s Waterstone Financial WSBF Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio WSBF Stock Details WSBF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$19.5K	Sell	1,080 -201	-16%	-$3.57K	﹤0.01%	1708
2025 Q4	$21.2K	Buy	+1,281	New	+$20.1K	﹤0.01%	1688
2024 Q4	–	Sell	-13,881	Closed	-$204K	–	567
2024 Q3	$204K	Hold	13,881	–	–	0.03%	457
2024 Q2	$178K	Hold	13,881	–	–	0.03%	432
2024 Q1	$169K	Hold	13,881	–	–	0.02%	446
2023 Q4	$197K	Buy	+13,881	New	+$164K	0.03%	416
2021 Q1	–	Sell	-50	Closed	-$1K	–	1962
2020 Q4	$1K	Buy	+50	New	+$874	﹤0.01%	2200

Other funds holding WSBF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Pinnacle Wealth Planning Services's WSBF Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Waterstone Financial (WSBF) stake by 16% in Q1 2026, selling an estimated $3.57K and leaving 1,080 shares worth $19.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1708.

Pinnacle Wealth Planning Services first reported a position in WSBF in Q4 2020 and has held it in 7 quarters since. The position peaked at $204K in Q3 2024. 123 funds tracked by Wall St. Rank hold WSBF as of Q1 2026.

Pinnacle Wealth Planning Services held 1,080 shares of Waterstone Financial worth $19.5K as of Q1 2026.
Pinnacle Wealth Planning Services sold 201 Waterstone Financial shares in Q1 2026, an estimated $3.57K.
Waterstone Financial made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1708 holding.
Pinnacle Wealth Planning Services first reported a position in Waterstone Financial in Q4 2020 and has held it in 7 quarters since.
Pinnacle Wealth Planning Services's Waterstone Financial position peaked at $204K in Q3 2024.
123 funds tracked by Wall St. Rank held Waterstone Financial as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.